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Harold Charles Morrow

Advisor at PFG Advisors — Deming, NM

Updated today

Credentials

PFS™, Series 63, Series 65

Experience

27 years

Location

Deming, NM 88030

PFG Advisors logo

PFG Advisors

Multi-team

Total advisors

83

Across 52 offices

Clients per advisor

91 High

Avg AUM per client

$421,263 Low

HNW client ratio

10% Low

About

Harold Morrow is a financial advisor with PFG Advisors, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked at multiple firms including Securities America and Cue Financial Group. Outside of his advisory work, he has been involved with the Kingdom Of The Sun Retirement Center for over a decade. PFG Advisors provides fee-based investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Client services

Based on PFG Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on PFG Advisors

Options & derivatives strategies Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on PFG Advisors

Executive Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $100 to $5,000 for financial planning/consulting services

Percentage

$0 - /$0-$25,000/: $25,000 - /$25,000 and above/: up to 1.95% annually (negotiable) varies by client and IAR discretion+: variable (linear or tiered) fees up to maximum 1.95% annually

Commissions

Commission-based products offered by dually licensed IARs through United Planners' Financial Services of America, LP (UPFSA)

Project-based

$100 to $1,000 per hour for financial planning/consulting services

Subscriptions

Subscription-based financial planning/consulting fees, negotiable, charged monthly, quarterly, semi-annually, or annually

Other

Account minimum: $25,000 Fee-only: Hourly fees range from $100 to $1,000; flat fees range from $100 to $5,000; subscription fees negotiable, charged monthly, quarterly, semi-annually or annually

Location

See office

Deming, NM

115 W. Hemlock

Deming NM 88030

Advisors at this office

1

Most active in

New Mexico · Texas

Work history

27 years of industry experience

United planners

2025 - Present • 1 year

Scottsdale, AZ

OSAIC

2024 - 2025 • 1 year

Deming, NM

Galindo Patterson & Associates, P.A.

2021 - Present • 5 years

Deming, NM

PFG Advisors, LLC

2018 - Present • 8 years

Deming, NM

SECURITIES AMERICA, inc.

2016 - 2024 • 8 years

Deming, NM

Cue Financial Group, Inc.

2013 - 2018 • 5 years

Deming, NM

Foothill Securities, Inc.

2013 - 2016 • 3 years

Deming, NM

Kingdom Of The Sun Retirement Center

2013 - Present • 13 years

Deming, NM

Morrow Family Llc

2006 - Present • 20 years

Deming, NM

Harold Morrow

2001 - Present • 25 years

Deming, NM

Urchins, Inc. Dba Little Vineyard Rv Park

1996 - 2022 • 26 years

Deming, NM

Morrow & Company C.P.A.'S

1984 - 2023 • 39 years

Deming, NM

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Nathan E

Series 65

Deming, NM

Ascentis Independent Advisors, LLC

Nathan Enriquez III is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Golden State Equity Partners, LLC, and Carter Bain Wealth Management. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program to allocate clients into illiquid private funds.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Daniel M

Series 66

Deming, NM

Edward Jones

Daniel Mc Cauley is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. He has worked at Edward Jones since 2018 and is involved in several agricultural and equine business ventures, including co-ownership and labor roles at multiple cattle ranches and facilitating equine events. He also serves as a board member of Rio Mimbres Corporation in Deming, NM. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad array of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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